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IRC

Investors Research Corp Portfolio holdings

AUM $559M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
+7.16%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$540M
AUM Growth
+$30.4M
Cap. Flow
-$2.35M
Cap. Flow %
-0.43%
Top 10 Hldgs %
32.16%
Holding
953
New
28
Increased
124
Reduced
124
Closed
83

Top Buys

Rank Stock Value
1
CAG icon
Conagra Brands
CAG
+$1.32M
2
RYN icon
Rayonier
RYN
+$1.02M
3
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$756K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$736K
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$734K

Top Sells

Rank Stock Value
1
IWB icon
iShares Russell 1000 ETF
IWB
+$1.81M
2
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$1.23M
3
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.18M
4
BTI icon
British American Tobacco
BTI
+$999K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$950K

Sector Composition

Rank Sector Weight
1 Financials 5.6%
2 Consumer Discretionary 4.99%
3 Technology 4.56%
4 Energy 2.84%
5 Materials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ISCG icon
751
iShares Morningstar Small-Cap Growth ETF
ISCG
$1.02B
$3.91K ﹤0.01%
72
– –
MKTX icon
752
MarketAxess Holdings
MKTX
$5.72B
$3.83K ﹤0.01%
22
– –
XP icon
753
XP
XP
$8.04B
$3.83K ﹤0.01%
204
– –
NLY icon
754
Annaly Capital Management
NLY
$17.6B
$3.78K ﹤0.01%
187
– –
VGLT icon
755
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$3.75K ﹤0.01%
66
– –
TTD icon
756
Trade Desk
TTD
$6.29B
$3.68K ﹤0.01%
75
– –
SBAC icon
757
SBA Communications
SBAC
$19.4B
$3.67K ﹤0.01%
19
– –
AMCR icon
758
Amcor
AMCR
$21.8B
$3.58K ﹤0.01%
87
– –
GOOS
759
Canada Goose Holdings
GOOS
$844M
$3.46K ﹤0.01%
251
– –
IIM icon
760
Invesco Value Municipal Income Trust
IIM
$598M
$3.44K ﹤0.01%
274
– –
SSP icon
761
E.W. Scripps
SSP
$310M
$3.44K ﹤0.01%
1,397
– –
LUNR icon
762
Intuitive Machines
LUNR
$2.73B
$3.42K ﹤0.01%
325
– –
KWEB icon
763
KraneShares CSI China Internet ETF
KWEB
$5.45B
$3.36K ﹤0.01%
80
– –
LYFT icon
764
Lyft
LYFT
$6.23B
$3.3K ﹤0.01%
150
– –
ENTG icon
765
Entegris
ENTG
$24.5B
$3.24K ﹤0.01%
35
– –
PINS icon
766
Pinterest
PINS
$12.9B
$3.22K ﹤0.01%
100
– –
VNQ icon
767
Vanguard Real Estate ETF
VNQ
$38.6B
$3.2K ﹤0.01%
35
+1
+3% +$91
TIP icon
768
iShares TIPS Bond ETF
TIP
$14.7B
$3.11K ﹤0.01%
28
– –
MTUS icon
769
Metallus
MTUS
$890M
$3.09K ﹤0.01%
187
– –
EBND icon
770
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.27B
$2.97K ﹤0.01%
139
– –
PPG icon
771
PPG Industries
PPG
$25.5B
$2.94K ﹤0.01%
28
– –
SUI icon
772
Sun Communities
SUI
$14.4B
$2.84K ﹤0.01%
22
– –
FTV icon
773
Fortive
FTV
$18.5B
$2.74K ﹤0.01%
56
– –
VICI icon
774
VICI Properties
VICI
$28.7B
$2.74K ﹤0.01%
84
– –
OUST icon
775
Ouster
OUST
$3.33B
$2.71K ﹤0.01%
100
– –
29 30
31
32 33

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DIM
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QL
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NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
MCM
Maytus Capital Management New York $562M AUM 71.97% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return

Investors Research Corp's Q3 2025 Portfolio in Review

As of Q3 2025, Investors Research Corp held 953 positions worth $540M, up 6% from $510M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Investors Research Corp's Q3 2025 filing shows 28 new, 124 increased, 124 reduced and 83 closed positions. Its largest new stake was Wendy's: 3,000 shares worth $27.5K. The largest sale was iShares Russell 1000 ETF, an estimated $1.81M.

By sector, the portfolio is most concentrated in Financials at 5.6% of assets, down from 6.1% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q3 2025 buy was Wendy's: 3,000 shares worth $27.5K.
  • Investors Research Corp added most to Conagra Brands in Q3 2025, an estimated $1.32M increase.
  • Investors Research Corp's biggest Q3 2025 reduction was iShares Russell 1000 ETF, cutting an estimated $1.81M.
  • Investors Research Corp fully exited Smith & Nephew in Q3 2025, selling an estimated $644K.
  • Investors Research Corp's ten largest holdings make up 32% of its $540M portfolio in Q3 2025.
  • Investors Research Corp opened 28 new positions and closed 83 in Q3 2025.
  • Investors Research Corp's portfolio value rose 6% quarter-over-quarter to $540M.

Based on Investors Research Corp's 13F filing for Q3 2025, filed 2 Oct 2025.